ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,921,461 | -4.0% | 705,668 | 0.0% | 0.27% | +1.9% |
| Q2 2023 | $35,346,910 | -8.9% | 705,668 | -7.9% | 0.26% | -7.7% |
| Q1 2023 | $38,808,346 | +9.9% | 766,055 | +6.5% | 0.29% | +1.8% |
| Q4 2022 | $35,314,657 | +2.2% | 719,093 | 0.0% | 0.28% | -5.1% |
| Q3 2022 | $34,552,419 | -5.7% | 719,093 | 0.0% | 0.30% | -1.3% |
| Q2 2022 | $36,652,170 | -7.4% | 719,093 | 0.0% | 0.30% | +14.1% |
| Q1 2022 | $39,578,879 | -7.9% | 719,093 | 0.0% | 0.26% | -27.7% |
| Q4 2021 | $42,958,616 | -0.6% | 719,093 | 0.0% | 0.36% | -9.0% |
| Q3 2021 | $43,217,489 | -0.6% | 719,093 | 0.0% | 0.40% | -3.1% |
| Q2 2021 | $43,476,363 | +2.7% | 719,093 | 0.0% | 0.41% | +3.0% |
| Q1 2021 | $42,325,814 | -5.0% | 719,093 | 0.0% | 0.40% | -11.3% |
| Q4 2020 | $44,562,193 | +2.0% | 719,093 | 0.0% | 0.45% | -5.6% |
| Q3 2020 | $43,706,473 | +0.6% | 719,093 | 0.0% | 0.48% | -3.0% |
| Q2 2020 | $43,447,599 | +7.9% | 719,093 | 0.0% | 0.49% | -12.9% |
| Q1 2020 | $40,283,590 | – | 719,093 | – | 0.57% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,308,701 | $62,883,000 | 16.18% |
| Aprio Wealth Management, LLC | 326,105 | $15,669,000 | 6.29% |
| Long Run Wealth Advisors, LLC | 236,846 | $11,380,000 | 4.51% |
| Insight Wealth Partners, LLC | 71,772 | $3,449,000 | 3.25% |
| Center For Asset Management LLC | 53,672 | $2,579,000 | 2.56% |
| Allworth Financial LP | 3,395,318 | $163,145,000 | 2.06% |
| Shelter Mutual Insurance Co | 130,000 | $6,247,000 | 2.02% |
| Tolleson Wealth Management, Inc. | 124,645 | $5,989,000 | 1.80% |
| IVC Wealth Advisors LLC | 43,542 | $2,092,000 | 1.68% |
| Avidian Wealth Solutions, LLC | 451,034 | $21,672,000 | 1.57% |